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The Key Themes From The Recent Reporting Season
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Senior Analyst, Rob Crookston about the latest reporting season. They discuss the following;
- The 3 key themes from this reporting season;
- The resilience of the consumer
- Competition for lending & deposits
- Saving buffers have provided support to consumers but how long can this be sustained?
- Resmed and investors concerns around weight loss drugs impacting market demand for sleep apnea devices
- Goodman Groups investment in data centres
- James Hardie's margin expansion due to cost dis-inflation
- Destocking of high stock levels post covid providing tail winds for Amcor
Links
Rob's reporting season research report can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
View all episodes
By Wilsons AdvisoryOn this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Senior Analyst, Rob Crookston about the latest reporting season. They discuss the following;
- The 3 key themes from this reporting season;
- The resilience of the consumer
- Competition for lending & deposits
- Saving buffers have provided support to consumers but how long can this be sustained?
- Resmed and investors concerns around weight loss drugs impacting market demand for sleep apnea devices
- Goodman Groups investment in data centres
- James Hardie's margin expansion due to cost dis-inflation
- Destocking of high stock levels post covid providing tail winds for Amcor
Links
Rob's reporting season research report can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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